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Custom Fields Tab

The Custom Fields tab enables you to rename field titles and maintain selections in dropdown lists located on the Panel Information window and the User Codes window.

Configure Custom Fields

To access the Custom Fields tab, go to System > Configure > Remote Link > Custom Fields. After configuring the tab, select OK to save your settings.

Edit List

Create, edit, or delete selections available for account configuration dropdowns in Panel Information > General Information and User Codes > Custom.

Add a Custom Field

  1. Select a field and select Edit List.

  2. Select New.

  3. In the text field, enter a name for the custom field.

  4. Select OK.

Edit a Custom Field

  1. Select a field and select Edit List.

  2. Select the custom field name that you want to edit.

  3. Edit the field, then select OK.

Delete a Custom Field

  1. Select a custom field and select Edit List.

  2. Select the custom field that you want to delete, then select Delete.

  3. A dialog pops up to confirm your decision. Select OK.

Edit Caption and Make Selections

To edit a Caption, double-click the entry or press F2. Rename the caption, then press Enter. The Limit to List and Admin Add selections work together to determine how entries that use a dropdown list of items are handled. Make these selections as needed. The following table describes the effect of the possible combinations:

Limit to List

Admin Add

Description

Unselected

Unselected

All operators can enter text for custom fields. Entries are not added to the dropdown list, but the values entered for the panel are stored in the database.

Unselected

Selected

All operators can add to the list of custom fields. A prompt confirms addition of the item to the dropdown list.

Selected

Unselected

Custom field selections are limited to items in the dropdown list. Additions can only be made in the Custom Fields tab.

Selected

Selected

Entries for non-admin operators are limited to items in the dropdown list. Admins can enter text not in the dropdown list.

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